• “Change We Can . . . Understand!” (October 2010)

• “A plain English Form ADV? How do I do that?” (July 2010)

• “Notice and Access Revisited: The SEC’s Latest Initiatives” (April 2010)

• “NYSE’s Rule 452 in a Nutshell” published in IR UPDATE, September 2009.
  • Please see this correction

• “IROs and the Proposed Proxy Access Rules” published in IR UPDATE, August 2009.

• “Using Your Board to Impress Investors” published in IR UPDATE, May 2009.

• “21st Century Initiative -- New Transparency and Disclosure for U.S. Corporations -- the Process Begins” published in IR UPDATE, April 2009.

• Tips for a Plain English Form ADV (March 2009)

• Tips for a Plain English CD&A (January 2009)

• Commentary on U.S. v. Leonard, 523 F.3d 83 (2d Cir. 2008), published by LexisNexis

• Mutual Fund Regulation and Compliance Handbook, 2010-2011 ed. (co-author), published by Thomson Reuters/West

• “IROs Monitoring 2008 Shareholder Proposals May Be Seeing 2009 Critical Issues for Their Companies” published in IR UPDATE, June 2008.

• “What About e-Forums for Your Company” published in IR UPDATE, April 2008.

• “Shareholders Will Speak: Is Anyone Listening?” published in IR UPDATE, December 2007.
  

• “SEC Offers Competing Proxy Access Proposals for Public Reaction: Outcome Unclear as Vigorous Public Debate Begins,” published in IR UPDATE, September 2007.



• Four Reasons to Use Plain English in Your Securities Disclosure Documents (July 2007)
  

Note my now very quaint reference to $300 per hour billing rates for lawyers!

Podcasts ...

• “Inside Track with Julie: Creating Plain English Disclosure,” THECORPORATECOUNSEL.NET, January 21, 2009.